The situation worsens when considering competitive barriers. Potential challengers cannot access private interconnection hubs controlled by incumbents. Competitors would need complete network reconstruction, repeating street excavations already performed.
Apple announced a ton of new products during its March 4 event, including an update to last year's iPad Air. The new M4 iPad Air isn't a shiny new thing like the colorful MacBook Neo, nor does it have any exciting new hardware features like the Galaxy S26 Ultra. Instead, it delivers iterative updates that improve an already stellar tablet.
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Considering OpenAI and Anthropic have openly acknowledged facing severe computational shortages, it seems appropriate to extend the discussion from my earlier pieces on the impending AI compute crisis and its current arrival.